Envestnet Portfolio Solutions Inc. Has $11.57 Million Stock Position in UnitedHealth Group Incorporated $UNH

Key Points

• Envestnet Portfolio Solutions increased its UnitedHealth stake by 26.1% in the second quarter to 27,843 shares valued at approximately $11.57 million. Institutional investors and hedge funds collectively own 87.86% of UNH.
• Analysts maintain a generally favorable outlook, with a consensus “Moderate Buy” rating and an average price target of $456.56; 19 analysts rate the stock a Buy, while seven rate it a Hold.
• UnitedHealth exceeded quarterly earnings expectations, reporting $6.38 in EPS versus $4.94 forecast, and issued fiscal 2026 guidance of $19.50–$20.00 EPS. The company also pays an annualized dividend of $9.28 per share, yielding about 2.5%.

Envestnet Portfolio Solutions Inc. boosted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 26.1% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 27,843 shares of the healthcare conglomerate's stock after acquiring an additional 5,756 shares during the quarter. Envestnet Portfolio Solutions Inc.'s holdings in UnitedHealth Group were worth $11,572,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in the stock. PBCay One RSC Ltd acquired a new position in shares of UnitedHealth Group during the 1st quarter valued at about $14,343,000. Lee Johnson Capital Management LLC acquired a new stake in shares of UnitedHealth Group in the second quarter worth $6,180,000. Kinsale Capital Group Inc. raised its holdings in UnitedHealth Group by 13.4% in the 2nd quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate's stock worth $16,006,000 after acquiring an additional 4,557 shares during the period. Vaughan David Investments LLC IL boosted its holdings in UnitedHealth Group by 2.7% during the fourth quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate's stock valued at $49,772,000 after acquiring an additional 3,934 shares during the period. Finally, Fideuram Intesa Sanpaolo Private Banking S.P.A. increased its stake in shares of UnitedHealth Group by 1,287.2% in the first quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate's stock worth $16,241,000 after purchasing an additional 55,695 shares during the period. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, CEO Patrick Conway sold 1,169 shares of the stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $390.00, for a total transaction of $455,910.00. Following the sale, the chief executive officer directly owned 15,328 shares in the company, valued at $5,977,920. This represents a 7.09% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.19% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

UNH has been the topic of a number of research analyst reports. Robert W. Baird raised UnitedHealth Group from an "underperform" rating to a "neutral" rating and raised their target price for the company from $287.00 to $453.00 in a report on Thursday, July 16th. Piper Sandler set a $477.00 price objective on UnitedHealth Group in a research report on Thursday, July 16th. HC Wainwright set a $492.00 target price on shares of UnitedHealth Group in a research note on Wednesday, May 27th. Bank of America restated a "buy" rating on shares of UnitedHealth Group in a report on Monday, July 20th. Finally, Barclays increased their target price on shares of UnitedHealth Group from $429.00 to $441.00 and gave the company an "overweight" rating in a research note on Monday, July 20th. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and seven have assigned a Hold rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $456.56.

UnitedHealth Group Stock Performance

NYSE UNH opened at $370.76 on Thursday. The stock has a market cap of $332.79 billion, a P/E ratio of 23.86, a PEG ratio of 1.40 and a beta of 0.61. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62. The company's 50-day simple moving average is $400.74 and its 200 day simple moving average is $373.28.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The business had revenue of $112.03 billion during the quarter, compared to analysts' expectations of $110.81 billion. During the same period in the prior year, the firm posted $4.08 EPS. UnitedHealth Group's quarterly revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, research analysts forecast that UnitedHealth Group Incorporated will post 19.85 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th were paid a $2.32 dividend. The ex-dividend date was Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.5%. UnitedHealth Group's payout ratio is 59.72%.

More UnitedHealth Group News

Here are the key news stories impacting UnitedHealth Group this week:

• Positive Sentiment: UnitedHealth’s earnings recovery remains the primary bullish factor. Second-quarter operating earnings increased 55% year over year, while management raised its full-year adjusted EPS outlook to $19.50–$20.00. Cost controls, contract repricing and technology-driven efficiencies are supporting margin expansion in UnitedHealthcare and Optum Health. Can UNH Stock Keep Growing Earnings While Its Sales Stall?
• Positive Sentiment: Recent coverage argues that UnitedHealth had already identified the solution to its prior profitability problems: accepting some membership losses to rebuild margins. The stock has substantially outperformed the broader market since late March, suggesting investors are recognizing the turnaround. Did UnitedHealth Name The Fix Before Its Stock Ran?
• Positive Sentiment: Some analysts view UNH as trading at a discount following its earlier decline, leaving potential upside if earnings growth and margin improvements continue through 2027 and 2028. UnitedHealth: Margin Recovery And Earnings Growth Support Further Upside

UnitedHealth Group Profile

UnitedHealth Group Incorporated is a diversified health care and well-being company headquartered in Minnetonka, Minnesota. Its operations are organized primarily through two businesses: UnitedHealthcare, which provides health benefit plans and services, and Optum, which delivers health care services, technology, pharmacy care and data-driven solutions.

UnitedHealthcare serves individuals, employers, government programs and other organizations through products that include employer-sponsored health plans, individual and family coverage, Medicare and Medicaid plans, dental and vision benefits, and related administrative services.

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